Adviser-Hub articles

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Ninety One | The physical reality of an oil shock

Ninety One’s Paul Gooden, Head of Natural Resources, assesses the impact of the Strait of Hormuz’s closure.

Ninety One 25th Mar 2026

nione_oilsk250326 Podcast

Ninety One | Oil shock: when geopolitics shuts the taps

Ninety One’s Paul Gooden, Head of Natural Resources, explains why disruption is reverberating through oil and gas markets, how supply constraints are pushing prices higher, and the implicatio...

Ninety One 25th Mar 2026

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Baillie GIfford | The case for growth in uncertain times

Extraordinary events have made markets wary – but that, says Baillie Gifford, is when conviction matters most.

Baillie Gifford 25th Mar 2026

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Capital Group | Inside the AI supply chain

Capital Group equity investment analyst Timur Sugito breaks down the dynamics of the semiconductor industry and its impacts on the current AI boom.

Capital Group 25th Mar 2026

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Capital Group | You can’t model human behaviour

Long-term investing success comes from experience, humility and learning across market cycles – not short-term forecasting. Capital Group equity analyst Cyana Chilton shares why disciplined,...

Capital Group 25th Mar 2026

cpg_podcastimga Podcast

Capital Group | Adventures in emerging markets investing

Lisa Thompson, a portfolio manager for Capital Group New Geography Equity ETF, shares how her decades of experience covering emerging markets helped her get comfortable with uncertainty, volatility...

Capital Group 25th Mar 2026

abrdn_five240326 Partner Zone

Five things to know about bonds amid current geopolitical volatility

Aberdeen review why bonds aren’t behaving like a safe haven this time.

Aberdeen Investments 24th Mar 2026

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How the Iran war changes the economic outlook

War in Iran has injected new uncertainty into the global economy, says Capital Group, reviving concerns that high oil prices could drive up inflation, strain consumer spending, and weigh on economi...

Capital Group 24th Mar 2026

Article-Puzzle-01-smll2024 Partner Zone

Confidence and a K-shaped economy

Companies are experiencing a once-in-a generation investment boom across a growing list of industries, but this year’s Fidelity International Analyst Survey sees signs that AI is already supp...

Fidelity International 23rd Mar 2026

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Japan’s equity revival: an opportunity in a fragmenting world

Min Zeng, manager of the Fidelity Japan Value Fund, reveals why he believes Japanese equities currently offer a compelling opportunity in today’s fragmenting world.

Fidelity International 23rd Mar 2026

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The Investor’s Guide to Asia: where next for China’s stock market?

In the latest episode of The Investor’s Guide to Asia, Fidelity portfolio managers Nick Price and Cynthia Chen discuss why Chinese stocks remain central to portfolios in an increasingly multi...

Fidelity International 23rd Mar 2026

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Geopolitics, inflation, and the shifting dynamics of global bond markets

Fidelity International Global Fixed Income CIO Marion Le Morhedec reviews the impact of higher oil prices, shifting rate expectations, and so-far resilient credit markets.

Fidelity International 23rd Mar 2026

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Rethinking 60/40 in a fragmenting world: building more resilient allocations

In a regime of higher macro volatility and greater geoeconomic fragmentation, Fidelity believes investors may need to take a broader and more layered approach to ensure portfolio stability.

Fidelity International 23rd Mar 2026

Analysis & Opinion

Confidence and a K-shaped economy

Companies are experiencing a once-in-a generation investment boom across a growing list of industries, but this year’s Fidelity International Analyst Survey sees signs that AI is already supp...

Fidelity International 19th Mar 2026

Article-Direction-05-smll2024 Analysis & Opinion

The Week: Could there be a market shock round the corner?

Markets have been relatively sanguine about the crisis in the Middle East. That might change at the crucial six-week mark. 

Adviser-Hub 19th Mar 2026

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